Titan's robust June-quarter performance and growth outlook have prompted earnings upgrades, with jewellery demand, market-share gains and execution supporting prospects
Paytm Share: Bernstein's target price of ₹2,200 is the first brokerage target to exceed Paytm's IPO price. The target implies an upside of 52 per cent from the previous close of ₹1,441.
But near-term margin pressurea major concern, analysts reckon
Samvardhana Motherson shares climbed over 9% after reporting strong June quarter earnings, with brokerages raising target prices on robust growth prospects
Earlier today, Christopher Wood, global head of equity strategy at Jefferies, in his weekly note GREED & fear, revealed that he has exited HDFC Bank to make way for names like MCX and Lenksart.
Sharp decline in Bajaj Finance shares also weighed on the BSE Financial Services pack, which lost 0.96 per cent in intraday deals.
Strong ARPU growth, subscriber additions and a robust Africa business support Airtel's outlook, while brokerages expect premiumisation and tariff hikes to drive earnings
DLF's Q1 presales slumped due to no launches, but a ₹60,000-crore-plus project pipeline and strong cash position keep analysts positive on the stock
Revenue and operating profit rose for the seventh straight quarter, but investors remain focused on management changes, volume recovery, Advanta listing and restructuring.
Capacity additions and healthy demand should fuel volume growth even as cost pressures weigh on margins
Brokerages remain positive on Mahindra & Mahindra as robust SUV demand, market share gains and capacity expansion offset near-term pressure on operating margins
Blinkit currently leads the quick commerce market, with a market share of 52 per cent, followed by Zepto at 27 per cent and Instamart at 21 per cent.
ITC stock: Analysts believe Sanjiv Puri's AGM commentary on the FMCG business has the potential to revive sentiment around the stock, but the real benefits will be visible over the medium to long-term
Capacity rampup and product launches should help sustain growth despite a higher base
HUL shares recover as investors focus on stronger FY27 growth outlook, steady margins and improving demand despite commodity cost pressures
Despite weaker operational performance and lower order inflows in Q1, BEL remains confident of meeting FY27 guidance on sales, margins and fresh orders
Global headwinds have forced the airline to make steep cuts in capacity
Tata Consumer posts strong Q1 growth, led by India business and high-growth brands, with brokerages upbeat on sustained double-digit revenue growth and margin expansion
Policy changes weigh on popular segment, but Street stays positive on demand recovery and improving mix
Higher fuel and leasing costs pushed IndiGo into a Q1 loss, but brokerages remain positive on the airline's long-term growth driven by strong demand and international expansion